VSPGX vs. VOO
Compare and contrast key facts about Vanguard S&P 500 Growth Index Fund Institutional Shares (VSPGX) and Vanguard S&P 500 ETF (VOO).
VSPGX is managed by Vanguard. It was launched on Apr 5, 2019. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSPGX or VOO.
Correlation
The correlation between VSPGX and VOO is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VSPGX vs. VOO - Performance Comparison
Key characteristics
VSPGX:
2.22
VOO:
2.22
VSPGX:
2.87
VOO:
2.95
VSPGX:
1.40
VOO:
1.42
VSPGX:
3.05
VOO:
3.27
VSPGX:
12.01
VOO:
14.57
VSPGX:
3.25%
VOO:
1.90%
VSPGX:
17.60%
VOO:
12.47%
VSPGX:
-32.73%
VOO:
-33.99%
VSPGX:
-1.54%
VOO:
-1.77%
Returns By Period
In the year-to-date period, VSPGX achieves a 38.90% return, which is significantly higher than VOO's 26.92% return. Over the past 10 years, VSPGX has outperformed VOO with an annualized return of 15.33%, while VOO has yielded a comparatively lower 13.12% annualized return.
VSPGX
38.90%
4.21%
13.91%
39.03%
17.62%
15.33%
VOO
26.92%
0.27%
10.43%
27.36%
14.95%
13.12%
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VSPGX vs. VOO - Expense Ratio Comparison
VSPGX has a 0.08% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VSPGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 Growth Index Fund Institutional Shares (VSPGX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
VSPGX vs. VOO - Dividend Comparison
VSPGX's dividend yield for the trailing twelve months is around 0.35%, less than VOO's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSPGX Vanguard S&P 500 Growth Index Fund Institutional Shares | 0.35% | 1.14% | 0.95% | 0.55% | 0.89% | 0.68% | 0.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VSPGX vs. VOO - Drawdown Comparison
The maximum VSPGX drawdown since its inception was -32.73%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VSPGX and VOO. For additional features, visit the drawdowns tool.
Volatility
VSPGX vs. VOO - Volatility Comparison
Vanguard S&P 500 Growth Index Fund Institutional Shares (VSPGX) has a higher volatility of 4.88% compared to Vanguard S&P 500 ETF (VOO) at 3.78%. This indicates that VSPGX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.